Coca-Cola Company (The) $KO Stock Position Raised by StoneX Group Inc.

Key Points

• StoneX Group increased its Coca-Cola position by 128.3% in the third quarter, adding 15,328 shares and bringing its holdings to 27,276 shares, valued at about $2.37 million.
• Coca-Cola beat quarterly earnings and revenue estimates: EPS was $0.91 versus $0.88 expected, while revenue rose 7.2% year over year to $13.35 billion. The company announced a $0.53 quarterly dividend, equivalent to a 2.2% yield.
• Analysts maintain a Moderate Buy consensus, with an average price target of $97.26. Shares recently traded near their 12-month high, though the article notes valuation could limit further gains.

StoneX Group Inc. raised its position in Coca-Cola Company (The) (NYSE:KO - Free Report) by 128.3% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 27,276 shares of the company's stock after buying an additional 15,328 shares during the quarter. StoneX Group Inc.'s holdings in Coca-Cola were worth $2,367,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in KO. Garrett Wealth Advisory Group LLC increased its position in Coca-Cola by 1.7% during the third quarter. Garrett Wealth Advisory Group LLC now owns 6,274 shares of the company's stock worth $540,000 after acquiring an additional 107 shares during the period. Certified Advisory Corp grew its position in shares of Coca-Cola by 0.3% during the 3rd quarter. Certified Advisory Corp now owns 33,711 shares of the company's stock worth $2,902,000 after purchasing an additional 108 shares in the last quarter. Lantern Wealth Advisors LLC grew its position in shares of Coca-Cola by 3.6% during the 2nd quarter. Lantern Wealth Advisors LLC now owns 3,316 shares of the company's stock worth $270,000 after purchasing an additional 115 shares in the last quarter. New Wave Wealth Advisors LLC grew its position in shares of Coca-Cola by 4.4% during the 3rd quarter. New Wave Wealth Advisors LLC now owns 2,747 shares of the company's stock worth $248,000 after purchasing an additional 116 shares in the last quarter. Finally, Gill Capital Partners LLC increased its holdings in shares of Coca-Cola by 4.1% during the second quarter. Gill Capital Partners LLC now owns 2,992 shares of the company's stock worth $243,000 after purchasing an additional 117 shares during the period. Institutional investors own 70.26% of the company's stock.

More Coca-Cola News

Here are the key news stories impacting Coca-Cola this week:

• Positive Sentiment: Coca-Cola shares reportedly reached a record high as investors sought defensive stocks amid a market downturn. Its established brands and dividend income may be attracting buyers looking for more resilient businesses. Coca-Cola Stock Hits Record High as Market Crashes
• Positive Sentiment: Recent articles point to Coca-Cola’s shelf presence, distribution reach and consumer habits as sources of a durable competitive advantage. The company’s ability to raise prices while still growing volume supports the long-term investment case. Coca-Cola Stock Is a Buy Thanks to Shelf Space and Habits
• Positive Sentiment: Investors are also focusing on the company’s 64 consecutive years of dividend increases. Its latest quarterly results beat estimates, with revenue up year over year, and coverage says the company raised its outlook and dividend—supporting its earnings and income appeal. Coca-Cola Earnings Beat Lifts Guidance and Dividend
• Positive Sentiment: Margin expansion despite higher marketing spending, supported by productivity gains and disciplined pricing, suggests Coca-Cola is balancing investment with profitability. Can Coca-Cola Keep Expanding Margins While Investing More?
• Neutral Sentiment: Executive Beatriz Perez sold 67,548 shares, but the reported sale was to cover tax withholding on vested equity awards, making it a limited signal about her view of the business. Coca-Cola EVP Share Sale
• Negative Sentiment: After a strong run this year and a move to record levels, valuation may constrain further gains; one dividend-focused article suggests prospective investors consider waiting before buying. Coca-Cola’s Dividend Record and Valuation

Coca-Cola Stock Performance

NYSE KO opened at $95.69 on Monday. The company has a market capitalization of $411.63 billion, a price-to-earnings ratio of 28.14, a PEG ratio of 3.73 and a beta of 0.28. Coca-Cola Company has a twelve month low of $67.27 and a twelve month high of $97.39. The stock has a fifty day simple moving average of $89.96 and a 200 day simple moving average of $82.69. The company has a quick ratio of 1.19, a current ratio of 1.38 and a debt-to-equity ratio of 0.93.

Coca-Cola (NYSE:KO - Get Free Report) last released its quarterly earnings results on Tuesday, October 27th. The company reported $0.91 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.88 by $0.03. The firm had revenue of $13.35 billion during the quarter, compared to analyst estimates of $12.92 billion. Coca-Cola had a net margin of 28.65% and a return on equity of 38.79%. The company's revenue was up 7.2% compared to the same quarter last year. During the same quarter last year, the business earned $0.82 EPS. Sell-side analysts expect that Coca-Cola Company will post 3.34 EPS for the current year.

Coca-Cola Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Tuesday, December 1st will be paid a $0.53 dividend. The ex-dividend date is Tuesday, December 1st. This represents a $2.12 annualized dividend and a dividend yield of 2.2%. Coca-Cola's dividend payout ratio (DPR) is currently 62.35%.

Insider Activity at Coca-Cola

In other news, EVP Nancy Quan sold 50,000 shares of the business's stock in a transaction dated Wednesday, August 19th. The shares were sold at an average price of $90.39, for a total transaction of $4,519,500.00. Following the completion of the sale, the executive vice president directly owned 223,330 shares of the company's stock, valued at $20,186,798.70. The trade was a 18.29% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Beatriz R. Perez sold 67,548 shares of the business's stock in a transaction that occurred on Monday, November 2nd. The stock was sold at an average price of $94.91, for a total value of $6,410,980.68. Following the sale, the executive vice president directly owned 160,428 shares of the company's stock, valued at $15,226,221.48. This represents a 29.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 228,913 shares of company stock valued at $21,056,900 in the last three months. Corporate insiders own 0.90% of the company's stock.

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on KO shares. HSBC lifted their price objective on Coca-Cola from $90.00 to $98.00 and gave the company a "buy" rating in a report on Wednesday, July 29th. UBS Group increased their target price on Coca-Cola from $104.00 to $106.00 and gave the stock a "buy" rating in a report on Wednesday, October 28th. Citigroup increased their target price on Coca-Cola from $102.00 to $103.00 and gave the stock a "buy" rating in a report on Wednesday, October 28th. Wells Fargo & Company raised their price target on Coca-Cola from $90.00 to $100.00 and gave the stock an "overweight" rating in a research report on Wednesday, October 28th. Finally, DZ Bank reaffirmed a "buy" rating on shares of Coca-Cola in a research note on Wednesday, July 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $97.26.

Coca-Cola Company Profile

The Coca-Cola Company NYSE: KO is a global beverage company headquartered in Atlanta, Georgia. Founded in 1886, it is best known for Coca-Cola, one of the world’s most recognized soft drink brands.

The company owns, licenses, and markets a broad portfolio of beverages, including sparkling soft drinks, water, sports drinks, coffee, tea, juice, dairy and plant-based beverages, and energy drinks. Its brands include Coca-Cola, Diet Coke, Coca-Cola Zero Sugar, Sprite, Fanta, Dasani, smartwater, Powerade, Minute Maid, Simply, fairlife, and Costa Coffee, among others.

The Coca-Cola Company serves consumers in more than 200 countries and territories through a system that includes company-operated operations, independent bottling partners, distributors, retailers, and food-service providers.

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